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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,133 | $75,832-80.0% | $147,617-89.7% | $59,633-74.6% |
| Participation rate | 60.9% | 71.6%-10.7pp | 84.6%-23.8pp | 68.7%-7.8pp |
| Annual return | -0.76% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,785 | $3,485-48.8% | $5,564-67.9% | $2,203-18.9% |
| Participant deferral / active EE | $1,585 | $3,131-49.4% | $4,895-67.6% | $3,192-50.3% |
| Admin fee / account holder | $8,060 | $5,986+34.6% | $11,612-30.6% | $4,297+87.6% |